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The purpose of this Harmony Leadership Luncheon Forum is to provide an overview of bond financing. Panelists will discuss how to help charter schools through tax-exempt bond financing and discuss the importance of school bond financing, issues related to school bonds, and facility financing specifically for growing charter school organizations.

Charter schools have witnessed dramatic growth considering many obstacles they have had to overcome.  One of the main obstacles is acquisition of adequate school facilities specifically securing facility financing.  Recently, some charter schools have started taking advantage of tax-exempt bond financing to fund capital improvements and expansion. Bond financing can be used for land acquisition, bricks and mortar, furniture, furnishings, equipment and many other costs associated with a school’s educational, recreational and charitable purposes, including refinancing of capital debt.

Please join us in our discussion of charter school bond financing, charter operations, financial needs and opportunities for investors.

Schedule

11:15 – Welcome and Registration

11:30 – Greetings

12:00 – Lunch

12:30 – Panelists Speeches

01:00 – Q&A

01:20 – Closing Remarks

Facilitator: Laurie Bricker, Vice President, Jefferies & Company, Inc.

Greetings: The Honorable Rob Eissler, Chair, House Committee on Public Education

David Dunn, Executive Director, Texas Charter School Association

Panelists: The Honorable David Bradley, State Board of Education

Deborah S. Jones, Managing Director, Morgan Keegan & Company Inc.

Thomas Sage, Partner, Andrews Kurth LLP.

Nathan McClellan, Texas Market Executive - Public, Institutions, Regions Bank.
Thomas E. Torkelson, President & CEO, IDEA Public Schools

Dr. Soner Tarim, Superintendent, Harmony Public Schools

Sponsor: Morgan Keegan, Fidelity National Title Ins. Co., Regions Bank, Andrews Kurth LLP, Jefferies & Company, Inc.

Web: www.harmonytx.org